Read about SESAMm’s win at Fund Intelligence Operations and Services Awards 2023, including how we won and how much this means to our clients and us.
-The 60/40 portfolio is a traditional investment strategy that consists of 60% stocks and 40% bonds.
-The effectiveness of the 60/40 portfolio has been called into question due to factors including high inflation, changes in the correlation between stocks and bonds, and a lack of downside protection.
-This article examines the 60/40 investment approach and explores ways in which it can be modified to achieve better diversification for long-term portfolios.
Fund tokenisation is now in a prime position to bring blockchain technology to the asset management industry.
The financial services sector was recently hit with huge fines over the widespread use of apps like WhatsApp. How did we get to this stage, and what options do firms now have to avoid these penalties?
In times of market uncertainty, traditional investment strategies may not be sufficient to protect portfolios.
Quantitative and systematic investment strategies use mathematical models and scientific approaches that can potentially make more well-informed decisions.
By following a predetermined set of rules, systematic investment strategies may help to maintain a consistent investment approach over time and add diversification benefits to investment portfolios.
“We have proven that it does not require a significant project or workforce to implement a modern investment data management platform. ” – Peter Horner, Publica Head of Operations, Risk & Compliance.
The SEC’s new Marketing Rule came into force in November. How can your firm stay compliant and avoid big fines? Read on for all the details.
Jacobi Strategies (Jacobi) has been selected to enhance the analytics and digital tools provided to Legal & General Investment Management’s (LGIM) delegated solutions clients.
FINBOURNE Technology announces a partnership with market-leading debt provider, Kreos Capital, to secure up to a £30 million debt facility. The funding forms an extension to FINBOURNE’s Series A round and strengthens FINBOURNE’s efficient capital structure, enabling it to swiftly respond to market opportunities, as it expands its international footprint.
Aiming to guarantee the UK’s place at the forefront of sustainable investment internationally, the FCA has just launched its consultation paper on Sustainability Disclosure Requirements (SDR) and investment labels. Are you ready to prove the sustainability of your investment products?
SESAMm’s CEO shares his thoughts on the current state of AI, particularly in the area of natural language generation, and what its future possibly holds.
In signing a master service agreement, Zorion Technology Limited (“Zorion”), taps into WealthOS’ robust operating system for digital wealth management ecosystems.
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